Our Story

Let’s Change How We

Manage Business

We provide financial services that will better educate, inform and assist our clients in obtaining their personal financial goals throughout their working lives and retirement.

Our focus is to deliver clear, efficient and effective advice in a professional and appropriate manner to ensure all our clients achieve their lifestyle and financial objectives.

Get To Know Us

Meet The Man Behind The Scenes

Con Stamatelos - Director, Financial Adviser
Con has over 10 years experience in the Financial Services industry, having previously worked with a number of listed financial groups.

Con holds a Bachelor of Business Degree majoring in Accounting as well as an Advanced Diploma of Financial Services. He is a Practitioner Member of the Financial Planning Association of Australia (FPA) as well as a member of the Self Managed Superannuation Professional Association of Australia (SPAA). Con is an Authorised Representative of ChpW Financial Pty Ltd.

Our Specialties

Con specialises in retirement planning and wealth creation strategies for individuals, portfolio management for both Direct Equities and Managed Funds, personal financial planning, personal superannuation as well as risk insurance for individuals and small to medium business.

Strategy Planning

Tailored financial strategies unique to every client's needs, goals & lifestyle

Budgeting & Cashflow

We identify the tools & strategies that can be employed to make your desires become your reality

Wealth Accumulation

We understand the importance of assisting clients to build a sustainable wealth plan in accordance with their lifestyle objectives

Retirement Planning

Our advice gives you confidence to take action as opposed to just doing nothing

Behavioural Coach

Educate and inform clients not to listen to market noise and develop a strategy for long term investment

Portfolio Construction & Asset Allocation

We design and oversee both Direct Share and Managed Fund portfolios and support the needs of both new and seasoned investors

Last But Not Least

We are authorised to provide financial product advice on and deal in

  • Deposit & Payment Products
  • Debentures, Stocks or Bonds
  • Risk Insurance Products
  • Retirement Savings Accounts
  • Securities
  • Superannuation
  • Managed investments

This website is intended to provide general information only and has been prepared by Lotus Wealth Management ABN: 49 868 313 382 without taking into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision. Lotus Wealth Management. 17-19 Chessell Street, Southbank VIC 3006 Australia, is Authorised Representative Number 290702 of Chpw Financial Pty Ltd, AFSL Number 280201.